• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Water Street Financial

Financial Advisors in Winchester, VA

  • Home
  • How We Help
    • Our Goals Driven Process
  • Who We Help
  • Team
  • Blog
  • Open Account
  • Client Center

Uncategorized

August 12, 2020 By ryanoates

How to use your HSA for Retirement

Most people have a high-deductible health insurance plan now through their employers. This can be frustrating for people that have large medical bills because of the high deductibles they have to pay, and can hurt employees that are trying maximize their retirement savings, but there are some …

Continue Reading

July 23, 2019 By ryanoates

What happens to your business if you are gone?

If you own a business, you know that it can be challenging and rewarding. You take great pride in being able to provide your employees a place to earn a living and improve their lives, but what happens to your business if you are gone? Endgame What is your endgame? Do you plan on selling your …

Continue Reading

July 15, 2019 By ryanoates

What fees you are paying your Financial Advisor?

Do you know how your Financial Advisor is compensated? Do they charge fees? Commissions? Both? Read my quick cheat sheet to figure it out. Mutual Fund Fees If you own a mutual fund, you are probably paying fees that you have to research to uncover. For instance, 12b-1 fees are embedded …

Continue Reading

  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Go to Next Page »

Primary Sidebar

Recent Posts

  • How to use your HSA for Retirement
  • What happens to your business if you are gone?
  • What fees you are paying your Financial Advisor?
  • How much do I need to save for retirement?
  • Do I need Estate Planning?
  • Key terms to know about your retirement plan…
  • A cup of coffee costs WHAT????!?!?!?!
  • What have the last few months taught us regarding our goals?
  • Are you becoming Retire Ready?
Read More About Us On BrokerCheck
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Footer

Disclaimer

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through Wealthcare Advisory Partners, a registered investment advisor. Wealthcare Advisory Partners and Water Street Financial are separate entities from LPL Financial.

The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: VA, MD, WV, SC, PA, NC.

Tommy Stine and Garrett Rohrbaugh are solely investment advisor representatives of Wealthcare Advisory Partners, and not affiliated with LPL Financial. Any opinions or views expressed by Wealthcare Advisory Partners are his/her own and are not those of LPL Financial.

Contact Info

Water Street Financial
40 West Piccadilly Street
Winchester, VA 22601

540-450-8351
info@waterstreetfinancial.com

Copyright © 2021 · Water Street Financial